LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 6,187 $2.51M 0.25% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 6,146 $2.49M 0.11% -1,271 13F-HR Timeline Geo Capital Gestora de Recursos Ltd More: the full row for Geo Capital Gestora de Recursos Ltd 6,096 $2.47M 3.74% +2,149 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,095 $2.47M 0.08% -106 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 6,069 $2.46M 0.21% +2,254 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,068 $2.46M 0.06% -6 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 6,065 $2.46M 0.49% -3,446 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,056 $2.46M <0.01% +298 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 6,026 $2.44M 1.41% +1,407 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,015 $2.44M 0.02% -451 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 6,000 $2.43M 0.29% 0 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 6,000 $2.43M 1.38% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,990 $2.43M 0.1% +431 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,988 $2.43M 0.22% -112 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 5,973 $2.42M 0.3% -317 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,961 $2.42M 0.21% +190 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,947 $2.41M 0.04% -5 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,937 $2.41M 0.53% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,960 $2.41M 0.11% -13 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,934 $2.4M 0.54% +675 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,915 $2.4M 0.27% -3,112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,896 $2.39M 0.21% -5,726 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,877 $2.39M 0.08% -528 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,582 $2.38M 0.07% -331 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 5,845 $2.37M 0.55% +187 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5,835 $2.37M 0.82% +39 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,955 $2.37M 0.42% +1,371 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,816 $2.36M 0.05% -7,736 13F-HR Timeline Group Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 5,800 $2.35M 0.79% -232 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,800 $2.35M 0.18% +5,280 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,777 $2.34M 0.11% -218 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,731 $2.32M 0.18% -1,486 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,715 $2.32M 0.76% -670 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 5,711 $2.32M 1.64% +5,623 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,700 $2.31M 0.82% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,678 $2.3M 0.04% +75 13F-HR Timeline American Trust More: the full row for American Trust 5,663 $2.3M 0.22% +93 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 5,654 $2.29M 0.18% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,647 $2.29M 0.11% -12,441 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,639 $2.29M 0.23% +94 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 5,622 $2.28M 0.68% +3,263 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,591 $2.27M 0.73% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,582 $2.26M 0.1% -1,208 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,543 $2.25M 0.43% +3,602 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,541 $2.25M 0.24% -805 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 5,535 $2.24M 1.69% +1,724 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 5,532 $2.24M 0.01% +4,770 13F-HR/A Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,529 $2.24M 0.17% +491 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,500 $2.23M 0.1% new 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,480 $2.22M 0.01% -16 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 5,420 $2.2M 1.09% -1,740 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 5,421 $2.2M 0.04% +977 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 5,414 $2.2M 1.77% new 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,404 $2.19M 0.26% +256 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,400 $2.19M 0.13% -1,885 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,386 $2.18M 0.07% +2,512 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,385 $2.18M 0.53% +529 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 5,378 $2.18M 0.4% -4,784 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,369 $2.18M 1.11% +336 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 5,363 $2.17M 0.67% +309 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,349 $2.17M 0.04% -114 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,331 $2.16M 0.96% -1,285 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,312 $2.15M 0.79% +94 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,312 $2.15M 0.28% +890 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 5,300 $2.15M 0.53% -2,800 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,276 $2.14M 0.09% -551 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,263 $2.13M 0.57% +3,197 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,242 $2.13M 0.27% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,229 $2.12M 0.16% +1,051 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,223 $2.12M 0.47% -35 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,216 $2.11M 0.19% -833 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,216 $2.11M 0.48% +4,593 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,215 $2.11M 0.09% -1,139 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,185 $2.1M 0.09% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 5,182 $2.1M 0.24% -69 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 5,173 $2.1M 0.04% +636 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,168 $2.1M 0.04% new 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,156 $2.09M 0.12% -293 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,129 $2.08M 0.22% +260 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,097 $2.07M 0.41% +214 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 5,085 $2.06M 0.54% +110 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,084 $2.06M 0.05% -44 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,071 $2.06M 0.05% -289 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,060 $2.05M 0.16% +2,490 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,050 $2.05M 0.04% -839 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,048 $2.05M 0.01% +380 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,000 $2.03M 0.02% -738 13F-HR Timeline Group VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.03M 0.28% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,994 $2.02M 0.1% -18 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,978 $2.02M 0.06% +1,694 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,975 $2.02M 0.05% +285 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 4,965 $2.01M 0.59% +866 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 4,963 $2.01M 0.55% -85 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,953 $2.01M 0.16% -421 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,941 $2M 0.03% +3,536 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,941 $2M 0.63% +305 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,887 $2M 0.03% +992 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,932 $2M 1.7% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,908 $1.99M 0.06% +450 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,894 $1.98M 0.19% +11 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 4,897 $1.98M <0.01% -6,419 13F-HR Timeline Group Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 4,891 $1.98M 0.89% +401 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 4,889 $1.98M 0.84% -903 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 4,889 $1.98M 0.68% -976 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,885 $1.98M 0.33% +3,087 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,866 $1.97M 0.12% +140 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,838 $1.96M 0.05% -2,712 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,821 $1.95M 0.07% -415 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,819 $1.95M 0.04% -232 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,783 $1.94M 0.5% -541 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,740 $1.92M 0.65% 13F-HR/A Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,731 $1.92M 0.07% +648 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,725 $1.92M 0.71% -48 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,706 $1.91M 0.35% +1,280 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,677 $1.9M 0.1% +1,158 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,670 $1.89M 0.01% -3,960 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,656 $1.89M 0.13% -269 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,643 $1.88M 0.06% +803 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,639 $1.88M 0.26% +416 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,629 $1.88M 0.01% -382 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,621 $1.87M 0.88% -75 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 4,573 $1.85M 1.22% +1,761 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 4,571 $1.85M 0.04% +113 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,570 $1.85M 0.04% +748 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,546 $1.84M 0.13% +362 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,547 $1.84M 0.07% -175 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,538 $1.84M 0.04% -1,229 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 4,534 $1.84M 1.12% +415 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,520 $1.83M 0.12% +472 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,514 $1.83M 0.12% -289 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,074 $1.83M 0.17% -197 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,506 $1.83M 1.09% -140 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,491 $1.82M 0.1% -671 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 4,141 $1.82M +332 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,481 $1.82M 0.12% +248 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 4,470 $1.81M 0.08% -13,660 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 4,471 $1.81M 0.33% +1,848 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,446 $1.8M 0.21% -206 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 4,444 $1.8M 0.09% -828 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 4,440 $1.8M 0.03% +1,252 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,422 $1.79M 0.67% +125 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,414 $1.79M 0.13% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,399 $1.78M 0.48% +68 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,390 $1.78M 0.28% +1,430 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,386 $1.78M 0.39% +938 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 4,386 $1.78M 0.31% -4,156 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,371 $1.77M 0.88% -92 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,370 $1.77M 0.43% -2,075 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 4,355 $1.77M 0.16% -1 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,349 $1.76M 0.43% +1,772 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 4,330 $1.76M 0.65% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,327 $1.75M 0.02% -20 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,320 $1.75M 0.12% -496 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 4,323 $1.75M <0.01% -80 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,762 $1.75M 0.1% new 13F-HR/A Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 4,141 $1.75M 0.64% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,300 $1.74M 0.01% -526 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 3,721 $1.74M 0.84% -145 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,288 $1.74M 0.09% -230 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,280 $1.74M 0.11% -59,705 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,235 $1.72M 0.75% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,226 $1.71M 0.54% -10 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,214 $1.71M 0.07% -1,383 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,203 $1.7M 0.58% -3,078 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,202 $1.7M 0.21% -551 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 4,191 $1.7M 1.3% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,191 $1.7M 1.13% -254 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,190 $1.7M 0.04% -283,810 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,179 $1.69M 0.21% +632 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,119 $1.69M +2,169 Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,161 $1.69M 0.07% -20,699 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,159 $1.69M 0.28% +391 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,147 $1.68M 0.04% -369 13F-HR/A Timeline Cadence Bank More: the full row for Cadence Bank 4,149 $1.68M 0.11% -2,583 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 4,144 $1.68M 1.33% +140 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,135 $1.68M 0.06% -1,431 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,132 $1.68M 0.2% +30 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,120 $1.67M 0.01% -355 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,100 $1.66M 0.11% -762 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,096 $1.66M 0.06% +806 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,066 $1.65M 0.06% +270 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 4,065 $1.65M 0.11% +45 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 4,064 $1.65M 0.73% -271 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,051 $1.64M 0.36% -35 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,045 $1.64M 0.78% +48 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 4,032 $1.63M 0.04% -4,070 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 4,031 $1.63M 0.41% +601 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,026 $1.63M 0.18% -46 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 4,016 $1.63M 0.4% +3,341 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,993 $1.62M 0.26% -153 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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